See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $333,861 | $197,591+69.0% | $177,821+87.8% | $158,922+110.1% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.7%-10.8pp | 82.0%-5.0pp |
| Annual return | 19.20% | 58.76%-39.6pp | 48.32%-29.1pp | 302.83%-283.6pp |
| Employer contribution / active EE | $3,583 | $6,697-46.5% | $5,918-39.5% | $4,761-24.7% |
| Participant deferral / active EE | $7,813 | $8,405-7.0% | $7,714+1.3% | $5,982+30.6% |
| Admin fee / account holder | $25,412 | $15,399+65.0% | $12,427+104.5% | $11,246+126.0% |